See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,912 |
STEPHEN M KOCH & CO., INC.8+ years Service code 13 11335 NE 122ND WAY, SUITE 105 · KIRKLAND, WA 98034 | Contract Administrator | $2,458 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,145 | $106,236+4.6% | $112,228-1.0% | $64,808+71.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -16.94% | -6.02%-10.9pp | 27.45%-44.4pp | 32.82%-49.8pp |
| Employer contribution / active EE | $5,731 | $3,166+81.0% | $3,635+57.7% | $2,506+128.7% |
| Participant deferral / active EE | $8,911 | $3,785+135.4% | $4,728+88.5% | $4,310+106.7% |
| Admin fee / account holder | -$277 | $452-161.3% | $6,410-104.3% | $188-247.5% |